Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Registered Investment Advisor

FINANCIAL TRUST ASSET MANAGEMENT

Job Description

Job Description

Benefits:

  • 401(k)
  • 401(k) matching
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

Join Financial Trust Asset Management — Where Advisors Grow Together


Empower Your Advisory Career with Financial Trust Asset Management

Financial Trust Asset Management (FTAM), a SEC-registered investment advisor founded in 1989, is expanding — and we’re looking for experienced advisors with books of business to join our growing team.

With offices in Boca Raton and Lakewood Ranch, Florida. FTAM offers a dynamic environment for professionals who value independence, research-driven investment management, and client-first service.

Why Join FTAM

  • Competitive compensation & benefits packages designed for growth.
  • Multi-custodian flexibility — client assets are currently custodied with Charles Schwab & Co. , Goldman Sachs 
  • Access to Financial Trust Research Partners LLC (FTRP)— our affiliated proprietary research platform delivering institutional-quality insights and tools for your practice.
  • Comprehensive client solutions through our service affiliations with certified public accounting firms , integrating financial planning, investment management, and tax preparation in a seamless team-based approach.
Our Investment Edge

FTAM’s investment philosophy is built around a Core and Explore framework — blending index , smart beta , and active strategies . We provide our clients both ETF and SMA based models.

Since 2001 , our firm has managed quantitative investment strategies designed to deliver a disciplined approach across market cycles.

We specialize in separately managed account (SMA) strategies utilizing our proprietary, award-winning models .

Work with a PSN Top Gun Award winning investment manager – 4th quarter 2025 awards.

The PSN Top Gun Award is issued by PSN based on proprietary criteria including performance and risk metrics over a specified period. Financial Trust Asset Management did not pay compensation for this award. Past recognition is not indicative of future results.

Your Opportunity

At FTAM, we believe advisors thrive when supported by innovative research, collaborative teams, and the freedom to focus on client success.

If you’re ready to take your practice to the next level, we’d love to speak with you.

???? Contact:
Joseph Hage, President
Phone: View phone number on us.fitly.work
Email: View email address on us.fitly.work

Financial Trust Asset Management
Registered Investment Advisor
Boca Raton, FL | Lakewood Ranch, FL |

Disclaimer:
Investment advisory services are offered through Financial Trust Asset Management, an SEC-registered investment advisor. Registration does not imply a certain level of skill or training.



 



 

Flexible work from home options available.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Registered Investment Advisor in Boca Raton, FL vacancy
  • $110k - $120k

     ...Onsite) Our client is a well-established, highly respected Registered Investment Advisory (RIA) firm seeking an experienced Operations...  ...enjoys wearing multiple hats, improving processes, supporting advisors, and serving as a key resource across operations, HR... 
    Suggested
    Full time

    Enterprise Recruiting Company

    Boca Raton, FL
    19 days ago
  • Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients,...  ...families, and institutions. We are looking for motivated Wealth Advisors to join Beacon Pointe in various locations across the... 
    Suggested

    Beacon Pointe

    Boca Raton, FL
    3 days ago
  •  ...protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Deerfield Beach, FL
    5 days ago
  •  ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect...  ...~ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Boca Raton, FL
    3 days ago
  • $72k - $90k

     ...security projects on time and within budget Collaborate with the EM to develop and maintain detailed project plans, milestones, risk registers, and status reports Track and report project progress to project leadership and stakeholders, escalating risks and issues as... 
    Suggested
    Full time
    Remote work
    Shift work

    World Wide Technology

    Boca Raton, FL
    9 hours ago
  •  ...Financial Solutions Advisor - E. Palmetto Area Boca Raton, Florida To proceed with...  ...meeting with clients to review financial and investment goals, building a financial plan, and...  ...loan mortgage originations must register with the federal registry system and remain... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Boca Raton, FL
    4 days ago
  •  ...Barish, Managing Director and Financial Advisor: Time with NM: Since 2019...  ...experience: Pediatric Intensive Care Unit Registered Nurse, with a strong background in critical...  ...comprehensive financial plans that include investments, insurance, and retirement.... 
    Temporary work
    Work at office
    Visa sponsorship
    Flexible hours

    Barish Financial - Northwestern Mutual

    Boca Raton, FL
    23 days ago
  •  ...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage...  ...employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.... 
    Temporary work
    Work at office
    Rotating shift

    Bank of America

    Boca Raton, FL
    5 days ago
  •  ...Day in the Life of a Northwestern Mutual Advisor: Meet Our Team: Peter Striano,...  ...Experience: Former Pediatric Intensive Care Registered Nurse who transitioned into financial...  ...financial plans that include investments, insurance, and retirement. Insurance... 
    Work at office
    Work from home
    Visa sponsorship
    Flexible hours

    Striano Financial Group

    Boca Raton, FL
    a month ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at...  ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement...  ...) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Boca Raton, FL
    3 days ago
  •  ...minded with client-facing certainty. Our Advisors have access to a dedicated support...  ...products and services including insurance, investments, and fee based financial planning....  ...through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate... 

    Evershore Financial Group

    Boca Raton, FL
    4 days ago
  •  ...shareholders. The company provides insurance, investment, and financial-planning solutions...  ...potential Managing Director & Financial Advisor - Irene Barish Irene has been...  ...as a Pediatric Intensive Care Unit Registered Nurse experience that shaped her approach... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Barish Financial - Northwestern Mutual

    Boca Raton, FL
    2 days ago
  • $70k

     ...The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary...  ...securities recommendations and provide investment advice to clients through a select...  ...This position requires the employee to register as a mortgage loan originator with the... 
    Full time
    Work at office

    Citi

    Boca Raton, FL
    3 days ago
  •  ...to the company’s success. As a Financial Advisor within PNC Wealth Management, you will...  ...on helping clients meet their savings, investing and retirement goals. Our team of financial...  ...Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services

    Boca Raton, FL
    5 days ago
  •  .... This person will work on our Operations team, report to the Director of Operations and will focus on primarily on underwriting investment properties. To successfully occupy this role, you must be very detail oriented and have the ability to work in an extremely robust... 
    Work at office

    LendingOne, LLC

    Boca Raton, FL
    5 days ago
  • A leading investment firm in Boca Raton, FL is seeking an Investment Analyst and Associate for its SPAC deal team. In this role, you will evaluate and analyze SPAC and M&A transactions across sectors, with opportunities to engage closely with management teams and drive... 

    Meteora Capital, LLC

    Boca Raton, FL
    4 days ago
  • Investment Analyst and Associate — SPAC Deal Team To apply: Submit your resume with a brief background/description on yourself and fit...  ...and meet regulatory deadlines. Work alongside bankers, legal advisors, sponsors, and management teams across multiple active deals.... 

    Meteora Capital, LLC

    Boca Raton, FL
    4 days ago
  • $120k - $150k

     ...upside. Noble Capital Markets, a full-service middle-market investment banking firm with over 40 years of experience, is seeking a...  ...on emerging growth companies. As a FINRA and SEC licensed and registered broker-dealer Noble provides institutional-quality equity research... 

    Noble Capital Markets, Inc.

    Boca Raton, FL
    13 days ago
  • Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients,...  ...institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset... 

    Beacon Pointe

    Boca Raton, FL
    4 days ago
  •  ...experience. What We Offer: Competitive Advisor Funding : Transition assistance for...  ...to help you thrive. Make your smartest investment yet—apply here directly to learn more about...  ...through Cetera Investment Advisers LLC, a registered investment adviser. 2301 Rosecrans Ave,... 
    Full time

    Cetera Wealth Services

    Boca Raton, FL
    4 days ago
  •  ...Barish, Managing Director and Financial Advisor: Time with NM: Since 2019 Previous...  ...experience: Pediatric Intensive Care Unit Registered Nurse, with a strong background in...  ...comprehensive financial plans that include investments, insurance, and retirement. Insurance... 
    Work at office
    Visa sponsorship
    Flexible hours

    Barish Financial - Northwestern Mutual

    Boca Raton, FL
    1 day ago
  • Actuarial Analyst job at JM Family. Deerfield Beach, FL. As a member of the Actuarial Department the Actuarial Analyst will be responsible for assisting the Actuary in putting together the reserving package pricing and providing actuarial support for other departments....
    Work experience placement
    Local area

    JIT Global Freight Solution P Ltd

    Deerfield Beach, FL
    4 days ago
  •  ...EY seeks a seasoned technology advisor to transform insurance business problems into scalable digital solutions. You will work with clients to shape architecture, integration, and implementation plans while aligning with risk and compliance standards. You will contribute... 

    EY

    Boca Raton, FL
    4 days ago
  • $75k - $118k

     .... in Deerfield, Illinois. Multiple positions available. Work alongside an advisor team to help service clients and their families, providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives, and other high... 

    Goldman Sachs

    Deerfield Beach, FL
    4 days ago
  •  ...Position Overview An Associate Wealth Advisor at Perigon Wealth Management will play an...  ..., and interested in learning more about investment strategies, financial planning, and portfolio...  ...is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco... 
    Contract work
    Work at office
    Remote work

    Perigon Wealth Management

    Boca Raton, FL
    2 days ago
  •  ...of comprehensive wealth management and investment products and services for individuals, companies...  ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates...  ...loan mortgage originations must register with the federal registry system and remain... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Boca Raton, FL
    2 days ago
  •  ...The Investment Analyst will join the Investment Team in managing JM Family's investment portfolios (Corporate, Insurance, Pension and 401k). The position will play a key role in supporting the investment team in underwriting new investment mandates, monitoring existing... 
    Local area

    JM Family Enterprises

    Deerfield Beach, FL
    5 days ago
  • A growing property management company in Deerfield Beach, FL, is seeking a Portfolio Property Manager. This role is ideal for candidates who have recently passed their CAM license and are looking to build a career with a local company. Responsibilities include managing ...
    For contractors
    Local area

    Gold Coast School Of Insurance

    Deerfield Beach, FL
    3 days ago
  • Company Description Total Warranty Services (TWS) is a leading provider of profit-enhancing finance and insurance (F&I) products and services for the automotive industry. The company serves more than 1,300 franchised and independent auto dealerships nationwide. TWS specializes...
    Full time
    Work from home

    Total Warranty Services Inc

    Boca Raton, FL
    3 days ago
  • $20.53 - $34.23 per hour

     ...At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel... 
    Full time
    Part time

    RadNet

    Boca Raton, FL
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Registered Investment Advisor. Be the first to apply!